The Latticework advantage, a strategic partnership for growth

Experienced Healthcare Investors

With a focus solely on the healthcare industry, our team has a wealth of experience across various subsectors, including providers, medical equipment, business services, and pharmaceutical services. Since 2015, we have built and scaled companies across the healthcare ecosystem through diverse economic cycles, completing over 141 acquisitions and 44 de novo expansions.

Buy and Build Strategy

Our approach is driven by a strategic buy-and-build methodology, targeting healthcare subsectors with significant growth potential. We aim to drive EBITDA growth from single to double digits through add-on acquisitions, new expansions, and by enhancing product offerings, services, and operational capabilities. Our goal is to elevate the value proposition for patients while optimizing operational processes and systems.

Aligned Incentives with Management

Latticework is committed to aligning incentives with management teams. Before closing, we collaborate closely with leadership to establish a shared vision for building a best-in-class company. We offer partial liquidity events, continuous leadership opportunities, and prospects for a “second bite of the apple” at the next liquidity event.

Provide Management with Value Added Resources

We also provide our portfolio companies with value-added resources. By leveraging our Executive Advisory Council, we help build boards with the caliber typically found in larger organizations. Our support extends to strategic planning, operational systems, recruiting, capital to accelerate growth, and ad hoc projects as needed by management.

Value Creation Plan

The Value Creation Plan (“VCP”) is created before closing to develop strategic and tactical alignment with management in order to build the company with a shared vision.

Add-On
Acquisitions

Organic Growth
Prospects

Exit
Planning

Human
Resources

Operational
Improvements

  • Addition of talent to augment leadership (as needed) and fill any gaps in the team structure
  • Use of Board members and operating partners for strategic and tactical execution
  • Continual focus on exit strategy
  • Enhance operations, with emphasis on data driven decision making
  • Identification of organic growth potential, with a specific focus on deeper penetration of existing customers and geographies, diversification of products and services, expanding sales and marketing, and new geographic expansion

The Mutual Expectations Pact between Latticework Capital Management and the management team establishes a clear understanding of roles and responsibilities post-investment.

We focus on cultivating a strategic board of directors, managing lender relations, overseeing acquisition processes, and planning for exits. The management team handles day-to-day operations, business development, and overall management. Both parties collaborate closely on strategy development, reporting, communication, recruiting, and succession planning. This ongoing partnership includes regular communication with CEOs and CFOs, facility visits, strategic discussions, and comprehensive reporting on key performance indicators, budgeting, and financial forecasting. This collaborative approach ensures alignment and maximizes the potential for shared success.

Cultivate Strategic BOD
Lender Relations
Acquisition Processing
Exit Planning

Strategy Development
Reporting & Communications
Recruiting
Succession Planning

Day-to-Day Management
Business Development
Operations

LCM Post-Investment Role

Management Post-Investment Role